Document Editor

The Document Editor is where you place signature fields and other form elements on your document. You access it during Step 2: Prepare of the Guided Send flow — after setting up your files and recipients in the Edit step, click Prepare > to open the Document Editor.

The Document Editor is organized into three sections:

• Left: Document Pages — Each uploaded file is listed here with its pages. Click a page thumbnail to jump to that page in the workspace.
• Center: Workspace — This is the main area where you view your document and place fields. Drag fields from the right panel onto the document to position them exactly where you need them.
• Right: Recipients & Fields — Your signers and CC recipients are listed at the top. Below each recipient is a panel of available field types you can drag onto the document. A No Signer field section is also available for fields that don't belong to a specific recipient.

When you have finished placing fields, click Next to proceed to the Review step, where you can confirm all settings before sending.